Purchases and Sales Made in Q3 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 2024. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
21+ 0.19% |
$8.3K - $9.82K
|
11K
$4.55M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
20+ 0.42% |
$7.9K - $9.35K
|
4.77K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
20+ 1.22% |
$7.9K - $9.35K
|
1.66K
$689K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$7.9K - $9.35K
|
15.1K
$6.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
20+ 0.84% |
$7.9K - $9.35K
|
2.4K
$996K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.1% |
$7.9K - $9.35K
|
20.4K
$8.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
20+ 0.28% |
$7.9K - $9.35K
|
7.16K
$2.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
20+ 0.06% |
$7.9K - $9.35K
|
32.9K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.04% |
$7.9K - $9.35K
|
54.3K
$22.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
19+ 0.06% |
$7.51K - $8.88K
|
32K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
19+ 1.32% |
$7.51K - $8.88K
|
1.46K
$606K
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
19+ 0.52% |
$7.51K - $8.88K
|
3.64K
$1.51M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$7.11K - $8.42K
|
6.59K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18+ 0.32% |
$7.11K - $8.42K
|
5.66K
$2.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
18+ 0.09% |
$7.11K - $8.42K
|
19.7K
$8.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
18+ 0.09% |
$7.11K - $8.42K
|
19.5K
$8.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 0.27% |
$7.11K - $8.42K
|
6.66K
$2.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
18+ 0.03% |
$7.11K - $8.42K
|
52.8K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
18+ 0.01% |
$7.11K - $8.42K
|
258K
$107M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
18+ 0.41% |
$7.11K - $8.42K
|
4.4K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
18+ 18.0% |
$7.11K - $8.42K
|
118
$48.9K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 0.07% |
$7.11K - $8.42K
|
24.8K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17+ 0.14% |
$6.72K - $7.95K
|
12.3K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
17+ 2.5% |
$6.72K - $7.95K
|
696
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.21% |
$6.32K - $7.48K
|
7.6K
$3.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.38% |
$6.32K - $7.48K
|
4.27K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
16+ 0.54% |
$6.32K - $7.48K
|
2.97K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.43% |
$6.32K - $7.48K
|
3.72K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
16+ 0.26% |
$6.32K - $7.48K
|
6.16K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
16+ 0.36% |
$6.32K - $7.48K
|
4.47K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
15+ 0.18% |
$5.93K - $7.01K
|
8.27K
$3.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
15+ 1.67% |
$5.93K - $7.01K
|
914
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
15+ 0.03% |
$5.93K - $7.01K
|
47.2K
$19.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
15+ 0.15% |
$5.93K - $7.01K
|
10.4K
$4.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
15+ 0.1% |
$5.93K - $7.01K
|
15.1K
$6.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.48% |
$5.93K - $7.01K
|
3.13K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
15+ 0.02% |
$5.93K - $7.01K
|
68.9K
$28.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 1.1% |
$5.93K - $7.01K
|
1.38K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
15+ 1.38% |
$5.93K - $7.01K
|
1.1K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
15+ 0.29% |
$5.93K - $7.01K
|
5.13K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
15+ 8.38% |
$5.93K - $7.01K
|
194
$80.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
15+ 1.97% |
$5.93K - $7.01K
|
777
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14+ 0.26% |
$5.53K - $6.55K
|
5.45K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14+ 0.57% |
$5.53K - $6.55K
|
2.49K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14+ 0.19% |
$5.53K - $6.55K
|
7.58K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
14+ 0.05% |
$5.53K - $6.55K
|
26K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
14+ 0.36% |
$5.53K - $6.55K
|
3.95K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.16% |
$5.53K - $6.55K
|
8.75K
$3.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 0.08% |
$5.14K - $6.08K
|
17.2K
$7.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
13+ 0.32% |
$5.14K - $6.08K
|
4.09K
$1.7M
|